Clear Point Advisors Inc. Purchases and Sells in Q3 2025

Clear Point Advisors Inc.

$129 Billion
Q3 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.82K + 15.89%	$202.38 - $256.87 $367K - $466K	13.2K $3.37B
WISDOMTREE TR	11.4K + 188.55%	N/A	17.4K $992M
VCSH	5.59K + 37.2%	$78.96 - $80.04 $441K - $448K	20.6K $1.65B
CGDV	3.8K + 7.08%	$39.59 - $42.21 $150K - $160K	57.4K $2.41B
MINT	2.64K + 6.82%	$100.16 - $100.7 $264K - $266K	41.4K $4.16B
MSFT	474 + 33.05%	$491.09 - $535.64 $233K - $254K	1.91K $988M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JSCP	38.1K New	$47.02 - $47.71 $1.79M - $1.82M	38.1K $1.82B
CAPITAL GRP FIXED INCM ETF T	29.4K New	N/A	29.4K $861M
INNOVATOR ETFS TRUST	34.6K New	N/A	34.6K $699M
VTV	1.16K New	$175.51 - $186.57 $204K - $217K	1.16K $217M
FPXI	3.54K New	$54.01 - $60.18 $191K - $213K	3.54K $212M
RDVY	3.1K New	$62.38 - $67.29 $193K - $209K	3.1K $209M

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-33.6K - 51.97%	$50.47 - $50.74 $1.69M - $1.7M	31K $1.57B
USFR	-10.6K - 21.38%	$50.23 - $50.48 $534K - $536K	39.1K $1.96B
CAPE	-13.6K - 7.96%	$31.31 - $32.86 $426K - $447K	157K $5.13B
JMST	-1.88K - 6.8%	$50.81 - $51.07 $95.3K - $95.8K	25.7K $1.31B
JMUB	-1.3K - 8.08%	$49.09 - $50.58 $63.7K - $65.7K	14.8K $746M
RSP	-369 - 15.84%	$181.56 - $190.33 $67K - $70.2K	1.96K $372M

Activity Summary All Purchases 46 New Holdings 6 Increased Positions 40 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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